Found Description
Join TD Wealth in Calgary as a Client Service Associate, specializing in high-quality client relations and administrative support for Investment Advisors. Your efforts will enhance the client experience significantly.
The Client Service Associate role is essential for facilitating the smooth operations of investment advising teams. You will create documentation and reports, respond to client inquiries, and adhere to compliance requirements. This position requires a proactive approach to service and the ability to build relationships while managing a variety of tasks.
Key Responsibilities:
• Provide support to Investment Advisors with keen attention to detail
• Prepare and maintain client-facing documents and reports
• Address client phone and email inquiries thoroughly
• Manage lead generation and ensure accurate coding
• Uphold rigorous compliance standards for documentation
Requirements:
• Preferably possess an undergraduate degree or diploma
• 1-2 years...
The Client Service Associate role is essential for facilitating the smooth operations of investment advising teams. You will create documentation and reports, respond to client inquiries, and adhere to compliance requirements. This position requires a proactive approach to service and the ability to build relationships while managing a variety of tasks.
Key Responsibilities:
• Provide support to Investment Advisors with keen attention to detail
• Prepare and maintain client-facing documents and reports
• Address client phone and email inquiries thoroughly
• Manage lead generation and ensure accurate coding
• Uphold rigorous compliance standards for documentation
Requirements:
• Preferably possess an undergraduate degree or diploma
• 1-2 years...